Skip to main content

Project Service Automation

Dynamics 365 Community / Forums / Project Service Automation
Topic
Replies
Unanswered
Project Service Automation forum Upgrade from PSA to PO

Last replied Posted on by Dylan Cruz 52

Hi! I have been trying to upgrade from PSA to PO lately. Even when we accomplish all the pre-requisites (we even created a sandbox environment withouth data but with all of the customizations from PROD), we keep getting this error: ProjectOperati...

3
Replies
Unanswered
Project Service Automation forum Old flow is still running from MS form to Excel spreadsheet

Last replied Posted on by Community member 2

Hi,  I have recently learned how to use flow and want to create a new one to replace an old one that was made by someone who is no longer wo...

1
Replies
Unanswered
Project Service Automation forum Apply % charges in sales order tied to call center

Last replied Posted on by J-AX

Our users are associated with a call center, so when they enter a sales order the field "Retail sale" in the header is set to "yes".  In AX 2012, we could apply charges using "Percent" to the sales order.  ...

1
Replies
Suggested answer
Project Service Automation forum When is the End of Life for Project service automation in D365?

Last replied Posted on by Community member 2

Dear folks,Would like to know to When is the End of Life for Project service automation in D365? Currently using Project service automation ...

2
Replies
Unanswered
Project Service Automation forum disappearing resources in WBS

Last replied Posted on by Ognen Tilikj 15

In module Project management and accounting in WBS of the project I add resource save and publish the WBS. But after opening the WBS the resource disappear.

2
Replies
Unanswered
Project Service Automation forum Bulk import task in msdyn_projecttask in Project Hub. It is not allowing for any operations.

Last replied Posted on by Community member 4

Hi,In project hub, i have a tab for task in which a user logs in tasks that belong in a project and have data like assigned to, start date, end date, ...

2
Replies
Unanswered
Project Service Automation forum Duplicate Team Members are adding as resources.

Last replied Posted on by JiniFrancis 12

Hi, I have created a project and added team members. But duplicate users are added.  How to prevent that. 

1
Replies
Suggested answer
Project Service Automation forum Connect to OneDrive of organization

Last replied Posted on by Community member 2

Greetings everyone, I am trying my first steps with Power Automate, I have managed to produce a workflow on my personal OneDrive however, I would...

1
Replies
Suggested answer
Project Service Automation forum Resource allocation to project

Last replied Posted on by imran ul haq 3,933

Hi Friends, I have a query regarding resource allocation to the project, actually I am adding the resources to the project under Project team and...

2
Replies
Suggested answer
Project Service Automation forum When is the End of Life for Project service automation in D365?

Last replied Posted on by Dhara dharsandia 2

Hello Folks,Would like to know to When is the End of Life for Project service automation in D365? Currently using Project service automation...

1
Replies

Helpful resources

Quick Links

New Blog Features Released!

Check out the new community blog features for viewers and authors…

Setting Up Knowledge Sources for Copilot…

Look at how configuring a comprehensive knowledge base is crucial…

Demystifying Copilot with Georg Glantschnig…

Industry experts answer burning questions directly from our amazing Community…

Leaderboard

#1
Andre Arnaud de Calavon Profile Picture

Andre Arnaud de Cal... 283,183 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 222,733 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,138

Featured topics

Product updates

Dynamics 365 release plans